To mark an item on an NHS treatment plan as having been referred out for external work:
- From the Patient tab, select Clinical > Dental Chart.
- Select the Planning mode.
- Ensure that the current plan is selected from the drop-down list.
- Click on the Pencil icon to the right of the plan. The Viewing Treatment Plan window is displayed.
- Click Edit Treatment Plan Details. The Manage Treatment Plan window is displayed.
- If the treatment is not already on the plan, add it using the Search procedures to add drop-down list.
- To the right of the item being referred out for external work, click the Gear
icon. The Set NHS Attributes window is displayed.
- Select the Treatment Referred Out option.
- Click Save.
- Click Save Changes.
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